Alychandra Mcfarlane
Alychandra Mcfarlane is a registered investment advisor at Wealthfolio Advisors LLC, based in Sonoma, CA, with 12 years of industry experience. Alychandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 68 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Location
645 First Street West Suite B, Sonoma, CA, 95476
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2001Other Business ActivitiesSells Insurance
Alychandra is the co-owner/president of an IT consulting firm and does not receive commissions from this position. She is also an independent licensed insurance agent and may offer clients advice or products from those activities.
Employment History
Current Registrations
Wealthfolio Advisors LLC
Previous Registrations
Wells Fargo Investments, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.